What are your earnings? How much do you owe? What’s your financial status? What is your customer's value?
Debts, balances, receipts, and payments. Keep a close eye on all of your financial data.
Collect premiums from customers or agents and commissions from insurance companies or providers
Pay commissions to agents and premiums to insurance companies or providers.
Use the mass payments and mass collections features to complete transactions for a group of policies, depending on the transactional party (agent, insurance company, customer)
Keep track of your financials. Enter payments or collections reporting, evaluate results and view how your agency performs in any given period.
Receipts and vouchers
For every completed transaction you may print, save or export a receipt. Once you create a receipt it is automatically connected to the customer.